Privacy Policy

We collect the information you provide directly through our consultation and contact forms: your name, email address, phone number, business name, preferred language, and any details you choose to include about your situation.

We also collect basic technical information such as pages visited and general location, used only to understand how the site is performing.

We use your information to respond to your request, schedule a consultation, deliver accounting and tax services you engage us for, and send service-related communications.

We do not sell your information, and we do not share it for advertising purposes.

Tax and financial records you provide as a client are treated as confidential and are shared only as required to prepare and file your returns, or as required by law.

Records are retained for the period required by federal and state tax rules and are stored using access-controlled systems. No method of transmission over the internet is completely secure, so please avoid emailing sensitive documents such as full Social Security numbers.

You may request a copy of the information we hold about you, ask us to correct it, or ask us to stop contacting you at any time.

Questions about this page can be sent to aguisan99@gmail.com or by calling (954) 915-4932 during business hours.